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Shortage of AI chips: an internal initiative for OpenAI?
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It appears that Microsoft and OpenAI have joint projects in the field of designing chips for artificial intelligence (AI). Indeed, Microsoft has invested massively in OpenAI, which suggests a possible collaboration to compete with Nvidia.
OpenAI plans to develop its own AI chips
According to sources close to the subject, OpenAI plans to create its own chips dedicated to artificial intelligence in order to compensate for the lack of solutions available on the market. Indeed, the organization faces a serious problem: the lack of GPUs (graphics processing units) necessary for AI applications.
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To remedy this situation, OpenAI has been exploring different alternatives since last year. Options being considered include designing its own AI chip, working more closely with other chipmakers like Nvidia, and diversifying its suppliers beyond Nvidia.
OpenAI CEO expresses dissatisfaction
Sam Altman, CEO of OpenAI, considers acquiring more AI chips a priority for the company. He expresses frustration with the scarcity of GPUs, which limits the deployment of high-performance AI applications.
Nvidia dominates the AI graphics solutions market
Currently, Nvidia holds more than 80% of the global market for GPUs suitable for artificial intelligence applications. This monopolistic position particularly concerns the areas of research and development, where OpenAI plays an important role.
This dependence on Nvidia exposes OpenAI to risks associated with the power of a single company in the AI chip market. This is why the organization seeks to diversify its sources of supply and develop its own technologies to reduce its vulnerability to a single supplier.
OpenAI explores acquisitions in the chip sector
In parallel with its thoughts on the design of its own hardware solutions, OpenAI plans to acquire companies specializing in the manufacturing of chips dedicated to AI. This approach aims to strengthen its ability to meet its needs in terms of chips and to consolidate its positioning in the face of increasingly aggressive competition.
A strategic shift for OpenAI
The artificial intelligence market is booming, with growing demand for technologies to accelerate the processing and calculations needed for AI algorithms. In this context, chip research and development must also evolve to follow this trend.
For OpenAI, integrating the hardware side of its activities could offer it a new source of added value, allowing it to stand out from the competition.
A technological and commercial battle
This approach illustrates the evolution of tech giants, who are increasingly seeking to develop their own hardware solutions to support the development of AI applications. There is also a commercial issue, because designing, manufacturing and selling your own solution can potentially generate higher commercial margins.
The future will tell whether OpenAI will manage to position itself in the AI hardware market and whether this strategy will allow it to reduce its dependence on players like Nvidia. For the moment, no definitive choice has been made.
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